Client Worksheets
Here are TAX DEDUCTION WORKSHEETS for you to fill-in online & save, then upload to TaxDome for me! (there is no need to print them & fill them out by hand) All clients MUST use my worksheets, NO exceptions.
> PUT YOUR NAME AND TAX YEAR ON EVERY PAGE THAT YOU GIVE TO ME!
Do NOT write things like “see last year”, or “see my spouses sheet”. If you can’t take time to provide the info requested, than I don’t have time to do your taxes.
- Schedule C-1 Business Expenses
- Schedule C-2 Business Expenses
- Schedule H.O. (Home Office/Workspace Schedule)
- Schedule E Rental Property
- Income & Tax Form CHECKLIST (PLEASE FILL THIS OUT to avoid a filing delay)
- Schedule A Important Info (MUST answer 6 questions at bottom of this form!)
- You MUST fill out & upload the SCHEDULE A worksheet and the INCOME CHECKLIST, or your tax filing will be delayed
> DEDUCTION SHEETS FOR SOME ADDITIONAL OCCUPATIONS WE SERVE: